See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,585 | $22,714-53.4% | $59,496-82.2% | $55,191-80.8% |
| Participation rate | 62.5% | 37.5%+25.0pp | 54.6%+7.9pp | 69.2%-6.7pp |
| Annual return | -0.10% | -44.01%+43.9pp | 182.05%-182.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $293 | $418-29.8% | $1,153-74.6% | $1,899-84.6% |
| Participant deferral / active EE | $804 | $843-4.6% | $1,829-56.0% | $3,046-73.6% |
| Admin fee / account holder | $0 | $83-100.0% | $2,232-100.0% | $91-100.0% |